Sales Executive - Private Client
$60k - $200kWorld Insurance Associates LLC
Sales Executive - Personal Lines/ High Net Worth World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World’s investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities Identify, prospect, and cultivate new business opportunities, focusing on High-Net Worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and key centers of influence Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing Track all sales activities in HubSpot and leverage HubSpot to its fullest potential Utilize World’s broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications Must have proven experience with a range of insurance solutions to bring value to clients Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services) Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business It is meaningful, but not mandatory, if you have: Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program; Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. To Executive Search Firms And Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team. Seniority level Entry level Employment type Full-time Job function Sales and Business Development Industries: Insurance Denver, CO – Get notified about new Sales Executive jobs in Denver, CO. We’re removing extraneous job board noise to focus on the role and qualifications described above. #J-18808-Ljbffr World Insurance Associates LLC
$60k - $200k
A leading insurance brokerage seeks a Sales Executive for Personal Lines/High Net Worth in Denver, CO. The role involves identifying and closing new business opportunities with clients, leveraging a wide range of insurance solutions. Candidates should have sales experience...Private clientBase plus commission$60k - $200k
...Insurance Sales Producer - Commercial Lines Client Advisor World Insurance Associates (“World”) is a unique financial... ...and fidelity bonding, employee and executive benefits, investment advisory and... ...lines insurance, high net worth/private client, employee benefits, human...Private clientBase plus commissionImmediate start$60k - $200k
...personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Private Client Sales Executive (Client Advisor) Position Overview World’s Personal Lines...Private clientBase plus commissionImmediate start$60k - $200k
Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World’s Client Advisors bring risk‑management solutions to businesses and... ...traditional commercial lines insurance, high‑net‑worth/private client, employee benefits, human capital and payroll outsourcing...Private clientBase plus commissionImmediate start- ...Columbia Bank is seeking a Private Client Advisor in Colorado to work with high and ultra‑high net worth individuals, non‑profit organizations, and fiduciary relationships. You will identify, close, and deepen client relationships, leveraging investments, banking, wealth...Private client
- Columbia Bank is seeking a Private Client Advisor in Denver to identify, close, and deepen relationships with high-net-worth clients and fiduciary relationships. You will lead a team-based service model, collaborate with partners, and educate clients on wealth management...Private client
- ...opportunity to work with high-profile clients on complex transactions across... ...investors, developers, and private equity clients on commercial... ...estate matters. Structure and execute acquisitions, dispositions,... ...Draft and negotiate purchase and sale agreements, loan documents,...Private clientWork at office
$67.5k - $125.8k
...Sales And Risk Consultant Our not-so-secret sauce. Award-winning, inclusive,... ...employee health & benefits, retirement, and private client insurance solutions to organizations... ...You will work with Business Development Executives (BDEs) and Client Advisors (CAs) as...Private clientMinimum wageContract workLocal areaFlexible hoursNight shift$75.82k - $89.2k
U.S. Bank is seeking a Private Wealth Management Analyst in Denver, Colorado. The role focuses on developing and managing client relationships for PWM Investments, enhancing technical skills, and creating strategies for high net worth clients. Responsibilities include analyzing...Private client- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will support a broad client base, from new savers to high-net-worth clients, delivering...Private client
- Weaver is seeking a Director-level Private Client Services tax leader to provide federal tax compliance, planning and consulting for high-net-worth individuals and privately held businesses. The role emphasizes entrepreneurial development, new business generation, and...Private client
$250k - $340k
...direct access to high‑profile clients and complex, cross‑market... ...institutional investors, developers, and private equity clients on a wide... ...including: Structuring and executing acquisitions, dispositions,... ...and negotiating purchase and sale agreements, loan documents,...Private clientFull timeWork at office- RubinBrown LLP in Denver is seeking a Private Client Services Tax Manager to enhance client relationships and spearhead service delivery for high net worth individuals. The role involves providing top-notch service, mentoring team members, and managing engagements with...Private client
- Columbia Bank in Denver seeks a Private Client Advisor to lead high and ultra‑high net worth client relationships, including nonprofits and fiduciaries. You will identify, close, and deepen relationships using wealth planning, investments, and trust services in a collaborative...Private client
- Busey in Denver seeks a Director of Private Client Strategy to lead the strategic direction, growth, and performance of the Private Client... ...‑worth individuals and families. You will collaborate with executive leadership to deepen wealth relationships, drive deposit growth...Private client
- Stryker Corporation is seeking a Private Client Advisor to join the Client Advisory team. In this role, you will advise clients on their exposures and recommend tailored insurance products and services. Your success will rely on client retention and new business development...Private client
- World Insurance Associates is seeking a Private Client Sales Executive (Client Advisor) to build high-net-worth personal lines and private client relationships. You'll work with affluent individuals, families, and referral partners to tailor risk management solutions,...Private client
- ...highly respected boutique CPA firm headquartered in Denver is seeking a Tax Manager or Senior Tax Manager to join their growing private client group. This is a fully remote opportunity for the right individual who values flexibility, autonomy, and meaningful client...Private clientFull timeRemote work
- ...Position Summary: The goal of the Client Services Lead/Support (dependent on experience)... ...position is to coach, facilitate, manage, execute and advise on a breadth of financial and... ...taxes, and overall coordination. Coordinate private client loans by managing promissory notes...Private clientPermanent employmentFull timeWork at officeLocal area
- ...Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds administered. We are seeking... ...accounting skills who thrives in a growing environment and providing clients with exceptional services. What it Means to Work...Private clientLocal area
- ...you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client...Private clientPrivate practiceWork at officeLocal area
$70k - $130k
...Job Title: Client Executive Department: Private Client Practice Area Reports To: Director of Risk Management & Client Services FLSA Status: Exempt POSITION SUMMARY: As a Client Executive in the Private Client Group, you'll build strong relationships...Private clientPrivate practiceWork at office$141k - $290k
...level to join our growing firm! We serve a variety of clients in multiple industries from private equity‑backed clients and large businesses to high‑net... ...combination of both Technical knowledge sufficient to sell and execute engagements in multiple industries Proven ability to...Private clientFlexible hours- ...relationships and delivering totally satisfied clients. The RubinBrown name and reputation are... ...Las Vegas, Nashville, and St. Louis. A Private Client Services Tax Manager is a key... ...range of high net worth individuals, executives and business owners and related entities...Private clientWork at officeWeekend workAfternoon shift
- JPMorgan Chase in Denver is seeking an ambitious Program Banker Analyst for the U.S. Private Bank. You will join a collaborative team to bring in new clients and serve existing clients, with a path to Associate after the two-year program. The role emphasizes teamwork with...Private client
$200k - $300k
...tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and... ...estates, and trusts Technical knowledge sufficient to sell and execute engagements in multiple industries Preferred Qualifications Master...Private clientImmediate startFlexible hours$130k - $170k
...environment. You will have the opportunity to work directly with clients, firm leaders, and play an active role in mentoring and... ...Qualifications CCH Axcess/ProSystem fx® tax. Big 4 experience from a private client service group. Experience with family limited partnerships...Private client- JPMorganChase in the United States Private Bank is seeking exceptionally talented individuals who are collaborative, confident and motivated to deliver a first-class client experience. As a Program Banker Analyst, you will work with bankers, investment specialists, capital...Private clientTraineeship
$52.6k - $98k
...Private Client Advisor A day in the life. As our Private Client Advisor on the Client Advisory team, you’ll dive into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. You’ll present clients...Private clientMinimum wage- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management... ...client management, the development of new business, and the execution of business development initiatives. This role is highly...Private client
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